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TAX

Liberty Tax, Inc. Class A
TAX

Delisted

TAX was delisted on the 1st of August, 2018.

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57 hedge funds and large institutions have $75.5M invested in Liberty Tax, Inc. Class A in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $79.8M → $75.5M (-$4.33M)

11% less funds holding

Funds holding: 64 → 57 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
23
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CC
Cannell Capital
Wyoming
+$5.78M
2
SIM
Spark Investment Management
New York
+$858K
3
AG
Algert Global
California
+$554K
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$308K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$299K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rutabaga Capital Management
Massachusetts
-$1.73M
2
CIA
Capital Impact Advisors
Massachusetts
-$591K
3
Renaissance Technologies
Renaissance Technologies
New York
-$572K
4
TCM
Tieton Capital Management
Washington
-$544K
5
Two Sigma Investments
Two Sigma Investments
New York
-$445K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
26
Seizert Capital Partners
Michigan
$432K +$22.7K +1,637 +5%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$390K -$23.6K -1,700 -5%
Goldman Sachs
28
Goldman Sachs
New York
$293K +$49.2K +3,552 +19%
MERSOM
29
Municipal Employees' Retirement System of Michigan
Michigan
$288K +$308K +22,250 New
NCM
30
Nantahala Capital Management
Connecticut
$227K +$242K +17,491 New
UCFA
31
United Capital Financial Advisors
Texas
$207K -$27.7K -2,000 -11%
TCIM
32
TIAA CREF Investment Management
New York
$206K -$40.9K -2,950 -16%
Creative Planning
33
Creative Planning
Kansas
$194K +$206K +14,900 +14,900%
IA
34
Icon Advisers
Colorado
$185K – – –
CCMH
35
Cornerstone Capital Management Holdings
New York
$171K +$184K +13,300 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$158K -$20.8K -1,500 -11%
Charles Schwab
37
Charles Schwab
California
$152K – – –
TA
38
Teachers Advisors
New York
$127K -$1.43K -103 -1%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$113K +$78.6K +5,676 +187%
Citigroup
40
Citigroup
New York
$112K +$7.41K +535 +7%
PAM
41
Panagora Asset Management
Massachusetts
$105K +$113K +8,120 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$71K -$14 -1 -0%
NFA
43
Nationwide Fund Advisors
Ohio
$67K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$61K +$49K +3,537 +292%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.9K +$65.1K +4,700 New
Bank of America
46
Bank of America
North Carolina
$57K -$20.7K -1,495 -25%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$55K -$1.23K -89 -2%
AIG
48
American International Group
New York
$55K +$845 +61 +1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$36K -$2.19K -158 -5%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$24K +$734 +53 +3%
1
2
3

TAX Hedge Fund Activity: Q2 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Liberty Tax, Inc. Class A (TAX) for Q2 2017, worth a combined $75.5M — down 5.4% from $79.8M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of TAX and 7 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 23 added.

The largest buyer was Cannell Capital, adding an estimated $5.78M. The largest seller was Rutabaga Capital Management, cutting an estimated $1.73M.

  • 57 institutional investors held Liberty Tax, Inc. Class A (TAX) as of Q2 2017, down from 64 in Q1 2017.
  • Funds reported $75.5M of Liberty Tax, Inc. Class A stock for Q2 2017, down 5.4% quarter-over-quarter.
  • 7 funds opened new Liberty Tax, Inc. Class A positions in Q2 2017 and 14 closed out, a net change of -7 holders.
  • The largest Liberty Tax, Inc. Class A buyer in Q2 2017 was Cannell Capital, an estimated $5.78M added.
  • The largest Liberty Tax, Inc. Class A seller in Q2 2017 was Rutabaga Capital Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2017.